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519 hedge funds and large institutions have $4.85B invested in Invesco in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 172 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 172

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

0.81% less ownership

Funds ownership: 66.83%66.02% (-0.81%)

1% less funds holding

Funds holding: 524519 (-5)

32% less capital invested

Capital invested by funds: $7.17B → $4.85B (-$2.33B)

49% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $36.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
519
Holders Change
-5
Holders Change %
-0.95%
% of All Funds
8.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
66
Increased
203
Reduced
172
Closed
59
Calls
$18.6M
Puts
$36.5M
Net Calls
-$17.9M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
526
Polianta Ltd
Jersey
-$970K -42,100 Closed
CW
527
Connectus Wealth
Ohio
-$944K -41,008 Closed
IA
528
IFG Advisory
Georgia
-$877K -38,049 Closed
AC
529
Avestar Capital
New York
-$816K -35,404 Closed
CI
530
CAZ Investments
Texas
-$766K -33,200 Closed
MIAN
531
Mariner Independent Advisor Network
Kansas
-$541K -23,660 Closed
NICM
532
Neo Ivy Capital Management
New York
-$410K -17,820 Closed
DC
533
Davenport & Co
Virginia
-$317K -13,730 Closed
HA
534
Harfst & Associates
Wyoming
-$289K -12,569 Closed
FB
535
Fulton Bank
Pennsylvania
-$277K -12,015 Closed
BDF
536
Balasa Dinverno & Foltz
-$274K -11,873 Closed
FAIM
537
Financial Advocates Investment Management
Washington
-$269K -11,688 Closed
CAM
538
Cresset Asset Management
Illinois
-$262K -11,358 Closed
OQS
539
Occudo Quantitative Strategies
Florida
-$258K -11,169 Closed
CFG
540
Cooper Financial Group
California
-$256K -11,080 Closed
YIH
541
Y-Intercept (HK)
Hong Kong
-$252K -10,927 Closed
P
542
Pitcairn
Pennsylvania
-$248K -10,747 Closed
GBT
543
Grove Bank & Trust
Florida
-$240K -10,417 Closed
CIAS
544
Capital Investment Advisory Services
North Carolina
-$240K -10,399 Closed
RIM
545
Redpoint Investment Management
Australia
-$230K -9,954 Closed
MG
546
Mather Group
Illinois
-$229K -9,918 Closed
Nomura Holdings
547
Nomura Holdings
Japan
-$229K -9,824 Closed
MYLI
548
Meiji Yasuda Life Insurance
Japan
-$224K -9,734 Closed
LNWWM
549
Laird Norton Wetherby Wealth Management
California
-$218K -9,468 Closed
CW
550
CreativeOne Wealth
Kansas
-$218K -9,442 Closed